RFN
SHEL icon

RDA Financial Network’s Shell SHEL Stock Holding History

RDA Financial Network’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$336K Sell
4,330
-7
-0.2% -$604 0.07% 209
2026
Q1 		$403K Sell
4,337
-164
-4% -$13.3K 0.1% 183
2025
Q4 		$331K Buy
4,501
+22
+0.5% +$1.62K 0.08% 197
2025
Q3 		$320K Buy
4,479
+21
+0.5% +$1.51K 0.08% 201
2025
Q2 		$314K Buy
4,458
+21
+0.5% +$1.41K 0.08% 200
2025
Q1 		$325K Buy
4,437
+562
+15% +$37.9K 0.1% 181
2024
Q4 		$243K Sell
3,875
-338
-8% -$22.2K 0.07% 217
2024
Q3 		$278K Buy
4,213
+2
+0% +$142 0.09% 193
2024
Q2 		$304K Buy
4,211
+182
+5% +$13K 0.1% 181
2024
Q1 		$270K Hold
4,029
– – 0.09% 191
2023
Q4 		$265K Sell
4,029
-54
-1% -$3.54K 0.1% 183
2023
Q3 		$263K Hold
4,083
– – 0.11% 179
2023
Q2 		$247K Buy
4,083
+10
+0.2% +$600 0.1% 189
2023
Q1 		$234K Hold
4,073
– – 0.11% 190
2022
Q4 		$232K Buy
+4,073
New +$225K 0.12% 185
2022
Q3 		– Sell
-3,943
Closed -$206K – 212
2022
Q2 		$206K Buy
+3,943
New +$222K 0.1% 198

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return